智通财经APP获悉，中国旭阳集团(01907)涨超11%，截至发稿，涨11.28%，报2.86港元，成交额1.01亿港元。
消息面上，近期中东地缘局势持续紧张，推升化工品价格，甲醇期货主力合约早盘涨停。此外，中信证券指，油价上涨下，煤化工或成为国内煤价传导的重要因素之一。特别是中东区域也是中国甲醇进口的主要来源区域，若冲突导致区域物流受阻，国内煤制甲醇的需求量或进一步增加，甲醇耗煤受益或更为明显。
弗若斯特沙利文2024年行业报告显示，中国旭阳集团是全球最大的独立焦炭生产商及供应商；全球最大的焦化粗笨加工商、第二大高温煤焦油加工商、第二大己内酰胺生产商(按产能计)，亦是中国最大的工业萘制苯酐及焦炉煤气制甲醇生产商；和京津冀最大的高纯氢供应商(按产量计)。
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